Careview - Support Coordination

Create a Case Note Report


Use the following steps to create a case note report for a specific Client.

1.      Click Support Coordination from the Careview menu, then select Clients



2.      The Client list displays. Select the client profile you are wanting to generate the report for



3.      The Client Coordination screen for the Client displays.
4.    Click Case Note Report



5.    The Create Report screen displays.  Type or select the Start Date and End Date from the calendar. You can also select whether the report should include All, Non-Billable or Billable case notes

6.      The Download screen displays and Report displays in the format chosen.  Click on the Case Note Report file to Open

    • Related Articles

    • Create a CoS Case Note Report - All Clients

      Use the following steps to Create a CoS Case Note Report for all Clients. 1.      Click on Clients under the CRM Main Menu. 2.     The Client List screen displays. Click on the Reports button, and choose CoS Case Note Report from the Menu. 3.     The ...

    • Create a Case Note

      ​ Use the following steps to Create a Case Note (includes information on how to create both billable and non-billable case notes) 1.      Click Support Coordination from the Careview menu, then select Clients. 2.      The Client list screen displays. ...

    • Create a CoS Hours Report

      Use the following steps to create a CoS Hours Report; Report displays Case Note Hours entered for each Support Coordinator that created Case Notes in the extraction header. 1.         From the Main Menu select Support Coordination from the Careview ...

    • Create CoS Hours Report

      Follow this process to create a CoS Hours Report. 1. Click on CRM and select Clients. 2. Click on the Report button and select the CoS Case Note Report. 3. A new window will appear, enter the date range and select the filter required (all hours, ...

    • Create CoS Client Hours Report

      Use the following steps to create a CoS Client Hours Report; Report displays Case Note Hours entered for each Client included in the extraction header. 1.         From the Main Menu select Support Coordination from the Careview menu, then click on ...